1. Log Into SAP

2. Select “Inventory”

3. Select “Inventory Transfer”

Figure: 1

How to Process an Inventory Transfer, SAP Business One

4. Enter the “Customer” or select Tab to pull up a “List of Business Partners”

5. Select the “Series” or leave at default

6. Enter the “Posting Date” and “Document Date” or leave at defaults

7. Select the “From Warehouse” or leave at default

8. Select the “Price List” using the down arrow or leave at default

9. Enter the “Item No.” of the Inventory Item you wish to transfer or select tab to pull up a “List of Items” (the item Description will auto fill, based on the item you choose)

10. Select the “To Warehouse” that you want to transfer the Inventory Item to or select Tab to pull up a “List of Warehouses”

11. Enter the Quantity of Items to Transfer

12. Select “Sales Employee”

13. Edit “Journal Remarks” if necessary

14. Select “Add”

Figure: 2

How to Process an Inventory Transfer, SAP Business One

15. Confirm that the items being transferred match the serial numbers listed in the “Serial Number Selection” screen

16. Select “Ok

17. Pop up window appears: “You cannot change this document after you have added it. Continue?” Select “Yes”